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WEALTH STRATEGIST PARTNERS, LLC
CHICAGO, IL
312-863-6080
SEC #801-72404Total AUM
$280M
Employees
5Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
180 NORTH STETSON AVE
SUITE 1310
CHICAGO
IL 60601
United States
SUITE 1310
CHICAGO
IL 60601
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Monday - Friday
Phone
312-863-6080
Financials
Total AUM
$280M
Accounts
12Discretionary
$0
Accounts
0Non-Discretionary
$280M
Accounts
12
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY LIMITED PARTNERSHIPS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.